rtfx asset ManageMent ServiceS INFORMATION BROCHURE

Transcription

1 rtfx asset ManageMent ServiceS INFORMATION BROCHURE

2 Our History RTFX Ltd is a pioneer in the online Foreign Exchange market with a history dating back to 1995 when the first of the group of strategic partnering companies was established in Switzerland. In 2000, Realtime Forex SA (the precursor to RTFX Ltd) was setup and became Switzerland s first online market maker for foreign exchange trading and one of the first globally. In March 2009, RTFX Ltd was founded holding a broker/dealer licence and regulated by the Malta Financial Services Authority under European Investment Services Directives. In October 2009, RTFX extended its licence to become the first regulated entity to offer algorithmic based managed accounts for retail investors. Since launch our Asset Management service has returned very respectable performances to our retail, professional and institutional investors who have elected to invest in the foreign exchange market through this unique service. Unprecedented liquidity Traditional investments suffer from liquidity limitations since you may be unable to dispose of your investment. This can make such investment very risky. Since our Managed Account service invests in the currency market, your capital remains genuinely liquid, within your reach and accessible within 24-hours. What makes the RTFX Forex Managed Account Service unique? Our strong track record and expertise Our Asset Management service is built upon our experience in the Online Forex Trading market covering in excess of a decade of professional activity. This service was launched only following several years of extensive in-house testing. Our Standard Strategy was launched in October 2009 followed by the Conservative and Dynamic Strategies in April 2011 and accommodate clients who are risk averse, as well as those who appreciate the returns that a higher risk profile may generate. Absolute transparency As a client, you will be provided with online access to your account where you can monitor your balance, the transactions we perform on your behalf and the performance evolution. Attractive Fee Structure with High Water Mark feature Our fee structure marries our interests with those of our customers. RTFX only charges an annual performance commission subject to first having generated returns above a minimum set benchmark per strategy. The High Water Mark feature serves to ensure that should a negative return be experienced, RTFX will not charge any performance commission in subsequent years until all losses are first recovered in full. Built-in Stop Losses and Progressive Take Profits This is undeniably one of the most important features of any investment. Our Managed Account service has automated built-in stop losses limiting our daily loss exposure on your invested capital. 2 3

3 An excellent Portfolio diversification tool The way we trade makes the currency market uncorrelated to other traditional investments. Thus, investing in our Forex Managed Account Service provides you with a great way to diversify your overall portfolio and create positive returns. You can also further diversify by investing in more than one of the three investment strategies. Takes all the guesswork out of trading alone Since our system is based on an automated software it eliminates investment emotions, remains disciplined under all market conditions and employs strict money management techniques. An investment in our AM Service avoids your need to spend countless hours researching the currency market. Ability to make money both on the upside as well as downside Given the nature of the foreign exchange market it allows investors to profit from down trends as well as up trends. The manner in which we have designed our strategies allows us to capitalise on the trending nature of the market. Thus, our Forex Managed Account service is able to profit whether the price appreciates or depreciates; this is a material advantage. Regulation RTFX Ltd is fully regulated by the MFSA under European Union Investment Services Directives. Our customers have peace of mind that their investment is managed by an asset management firm which is regulated under the most rigorous international standards. An accessible investment to all Participation in high performing hedge funds are generally restricted by the very high minimum investment sizes. Why deprive smaller investors from earning the same profits made by larger investors? Our Forex Managed Account service provides an opportunity to participate in the potential returns of the Forex market by accepting investments from as little as EUR Outperforms most other asset classes Our historical track record shows that our asset management service has outperformed most other asset classes. 4 5

4 How does it work? Our Forex Managed Account service uses a unique and innovative trading system based on different algorithms developed in-house. The algorithms generate various daily sell and buy transactions on the spot currency market based on daily market movement and volatility. Using our unique algorithms, we are able to identify trends and capitalise on them. Our algorithms are most efficient and highly profitable when markets form a clear trend during the day. In order to maximize profitability, transactions are entered into at very specific intervals during the day in order to keep a constant pulse on daily market movements. To minimise risk, all positions are automatically and systematically closed at the end of each trading day and our strategies incorporate daily stop losses and take profits. We employ a team of professional traders to monitor our systems and provide support and information to our clients. Conservative Strategy This is a strategy that caters to more risk adverse investors who, despite the speculative nature of the foreign exchange market, would still like to invest. By using a lower leverage, it seeks to avoid short-term losses while trying to obtain higher than average returns in the medium to long run. With this break-out strategy, RTFX will only enter the market after trends have already been identified using our algorithms. The number of daily transactions will be limited and trades will not be entered into everyday. Daily stop losses and take profits will be associated with this strategy. Investors still need to be comfortable with volatility and short to medium term portfolio losses. Standard Strategy This is a moderately aggressive strategy geared towards investors willing to accept more substantial risks. The ambitious returns targeted by this strategy will result in higher volatility. Investors must have a longer term view and be willing to suffer substantial draw-downs before profits materialize. This strategy uses algorithms which will try to identify market trends and capitalize on them. Under this strategy, RTFX may chose to increase the leverage, especially when the positions are profitable. However, RTFX will still recognize proper take profits and stop losses. Trades will be entered into everyday. Investors need to be comfortable with significant volatility and short to medium term portfolio losses. Why invest in our Forex Managed Account service? A great performance track record Full transparency with online access to your account 100% liquid: No lock-up period. Withdraw your capital at any time! Great diversification tool Attractive fee structure on profits above a yearly benchmark together with a High Water Mark feature Dynamic Strategy This is a very speculative strategy and appropriate for investors willing to expose their assets to great risk in order to potentially achieve greater returns. Since the performance objectives are very high, the investor must be willing to face considerable investment volatility. Significant losses may be experienced before profits materialize. This strategy uses algorithms which will try to identify market trends and capitalize on them. Under this strategy, RTFX may chose to increase the leverage, especially when the positions are profitable. However, RTFX will still recognize proper stop losses while profits will typically run until the end of the trading day. Trades will be entered into everyday. Choice of 3 risk strategy profiles Investors benefit from a long-term strategy that maintains discipline in every market condition System with built-in Stop Loss and Take Profit functions Service provided by fully regulated European FX asset management firm Contact Details amspecialist@rtfx.com am.rtfx.com Address: RTFX Ltd The Cornerstone Business Centre 16 th September Square Mosta MST 1180 Malta - EU 6 7

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